DODGX
Price
$16.90
Change
-$0.09 (-0.53%)
Updated
Nov 19 closing price
Net Assets
118.72B
SVIFX
Price
$9.36
Change
-$0.02 (-0.21%)
Updated
Nov 19 closing price
Net Assets
246.34M
Interact to see
Advertisement

DODGX vs SVIFX

Header iconDODGX vs SVIFX Comparison
Open Charts DODGX vs SVIFXBanner chart's image
Dodge & Cox Stock I
Price$16.90
Change-$0.09 (-0.53%)
VolumeN/A
Net Assets118.72B
Virtus Ceredex Large-Cap Value Equity C
Price$9.36
Change-$0.02 (-0.21%)
VolumeN/A
Net Assets246.34M
DODGX vs SVIFX Comparison Chart in %
View a ticker or compare two or three
VS
DODGX vs. SVIFX commentary
Nov 20, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DODGX is a Hold and SVIFX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. SVIFX (246M). DODGX pays higher dividends than SVIFX: DODGX (1.34) vs SVIFX (0.61). DODGX was incepted earlier than SVIFX: DODGX (61 years) vs SVIFX (30 years). SVIFX (2.04) is less costly to investors than DODGX (0.51). SVIFX is a more actively managed with annual turnover of: 112.00 vs. DODGX (15.00). DODGX (2500) and SVIFX (2500) have matching initial minimum investment requirements. DODGX annual gain was more profitable for investors over the last year : 22.13 vs. SVIFX (-17.27). DODGX return over 5 years is better than : 255.03 vs. SVIFX (-22.25).
DODGXSVIFXDODGX / SVIFX
Total Expense Ratio0.511.7230%
Annual Report Gross Expense Ratio0.512.0425%
Fund Existence61 years30 years-
Gain YTD27.4243.646752%
Front LoadN/AN/A-
Min. Initial Investment25002500100%
Min. Initial Investment IRAN/AN/A-
Net Assets119B246M48,374%
Annual Yield % from dividends1.340.61219%
Returns for 1 year22.13-17.27-128%
Returns for 3 years136.79-3.10-4,417%
Returns for 5 years255.03-22.25-1,146%
Returns for 10 years424.08-38.54-1,100%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
CRYPTO / NAMEPrice $Chg $Chg %
MAGIC.X0.1250470.008383
+7.19%
Treasure cryptocurrency
TRIBE.X0.479013-0.008254
-1.69%
Tribe cryptocurrency
UTK.X0.015480-0.000374
-2.36%
xMoney cryptocurrency
STG.X0.123721-0.003049
-2.41%
Stargate Finance cryptocurrency
FLOKI.X0.000052-0.000002
-4.11%
FLOKI cryptocurrency